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Portfolio (Quarterly) Guide ↗

Cornerstone Planning Group LLC

· CIK 0001822587
13F Portfolio $794M AUM 1,867 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 321 New 891 Added 355 Reduced 163 Exited
Page 27 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 XEL XCEL ENERGY INC COM Utilities 165.0 $13K 0.00% +81.0 +96.4% $79.98 -4.6%
522 BR BROADRIDGE FINL SOLUTIONS INC COM Technology 91.0 $13K 0.00% +20.0 +28.2% $144.91 +25.7%
523 SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 251.0 $13K 0.00% +5.0 +2.0% $52.44 +1.5%
524 TDG TRANSDIGM GROUP INC COM Industrials 11.0 $13K 0.00% +7.0 +175.0% $1194.73 +0.5%
525 WSM WILLIAMS SONOMA INC COM Consumer Cyclical 58.0 $13K 0.00% +23.0 +65.7% $223.38 +6.4%
526 AFG AMERICAN FINANCIAL GROUP INC COM Financial Services 92.0 $13K 0.00% +2.0 +2.2% $140.25 +2.5%
527 KR KROGER CO COM Consumer Defensive 223.0 $13K 0.00% +118.0 +112.4% $57.56 +0.6%
528 AXON AXON ENTERPRISE INC COM Industrials 26.0 $13K 0.00% +14.0 +116.7% $491.50 +27.7%
529 HUM HUMANA INC COM Healthcare 32.0 $13K 0.00% +16.0 +100.0% $397.72 -4.7%
530 MAS MASCO CORP COM Industrials 162.0 $13K 0.00% +21.0 +14.9% $78.01 -6.1%
531 LNG CHENIERE ENERGY INC COM NEW Energy 47.0 $13K 0.00% +16.0 +51.6% $267.45 +3.8%
532 BBCA JPMORGAN BETABUILDERS CANADA ETF 123.0 $13K 0.00% +1.0 +0.8% $102.12 +5.3%
533 WDS WOODSIDE ENERGY GROUP LTD SPONSORED ADR Energy 555.0 $12K 0.00% +113.0 +25.6% $22.43 +8.5%
534 IGRO ISHARES INTERNATIONAL DIVIDEND GROWTH ETF 137.0 $12K 0.00% +2.0 +1.5% $90.45 +2.5%
535 AEM AGNICO EAGLE MINES LTD COM Basic Materials 84.0 $12K 0.00% +15.0 +21.7% $147.05 +46.9%
536 SYY SYSCO CORP COM Consumer Defensive 150.0 $12K 0.00% +15.0 +11.1% $82.27 +2.2%
537 WH WYNDHAM HOTELS & RESORTS INC COM Consumer Cyclical 162.0 $12K 0.00% +21.0 +14.9% $75.90 -1.7%
538 DG DOLLAR GEN CORP COM Consumer Defensive 102.0 $12K 0.00% +32.0 +45.7% $120.42 +2.5%
539 STWD STARWOOD PPTY TR INC COM Real Estate 734.0 $12K 0.00% +38.0 +5.5% $16.49 -0.7%
540 VGT VANGUARD INFORMATION TECHNOLOGY ETF 104.0 $12K 0.00% +70.0 +205.9% $115.69 +2.4%
Page 27 of 45  ·  891 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 37.1%
Technology 30.5%
Consumer Cyclical 7.4%
Healthcare 5.5%
Industrials 5.3%
Communication Services 4.5%
Utilities 3.1%
Consumer Defensive 2.6%
Energy 1.6%
Basic Materials 1.4%